Adobe — Company · TLDRocket

Signals

9 stories (+80%)

Media momentum

As of 1 Nov 2026 · Visible stories in the last 30 days, compared with the 30 days before.

13 sources

Source diversity

As of 1 Nov 2026 · Distinct publications behind this entity's visible coverage.

1 event

Release activity

As of 1 Nov 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

1 event

Funding signals

As of 1 Nov 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Nov 2025 → Oct 2026

Coverage span

As of 1 Nov 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

ADBE · NASDAQ · last close $250.23 (30 Oct 2026)

-5.6% over this window · S&P 500 -2.3% (dashed line)

Price moves around recent events

21 Oct Feature update: Adobe & European Broadcasting Union Feature update

+6.1% next day, +7.3% vs S&P 500 · -2.1% over 5 trading days, -2.0% vs S&P 500
9 Oct Feature update: Adobe & Firefly Video Editor Feature update

-1.7% next day, -1.6% vs S&P 500 · +1.2% over 5 trading days, +3.2% vs S&P 500
7 Oct Open source release: Adobe & Artcraft Open source release

+3.6% next day, +4.0% vs S&P 500 · +3.4% over 5 trading days, +4.4% vs S&P 500
18 Sep Acquisition: Adobe & Profound Acquisition

+0.2% next day, -1.3% vs S&P 500 · -5.4% over 5 trading days, -6.7% vs S&P 500
3 Sep Acquisition: CrowdStrike & GPT-6 Astra Acquisition

-6.7% next day, -6.3% vs S&P 500 · -11.7% over 5 trading days, -10.6% vs S&P 500

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

ADBE · daily closes

$250.23 -26.2% · 12 months 52-week high $362.71 · low $190.12

12-month span · monthly close · 30 Oct 2025–30 Oct 2026

Oct ’25

Nov

Dec

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Mar

Apr

May

Jun

Jul

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Sep

Oct ’26

Daily · last 90 trading days

Candlestick · last 30 trading days

Read ADBE is down 26.2% over twelve months, trading -31.0% from its 52-week high ($362.71, 12 Dec) — the strongest month was July at +22.1%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

ADBE · quarterly EPS

Next report Wed 9 Dec · after market close Q4 FY2026 est EPS 6.46 est revenue $7B 1 month from now

Q3 2026 latest

6.13 EPS

est 6.21 -1.3%

Q2 2026

5.96 EPS

est 5.94 +0.4%

Q1 2026

6.06 EPS

est 5.99 +1.2%

Q4 2025

5.50 EPS

est 5.50 -0.0%

The TLDRocket take Q3 2026 · written 10 Sep 2026

Adobe just snapped a three-quarter beat streak with a small miss: Q3 2026 EPS was 6.13 versus 6.20 expected, a 1.1% shortfall. The miss is not dramatic, especially against the prior pattern of near-the-line results — Q2 beat by 0.4%, Q1 by 1.2%, and Q4 was exactly in line — but the numbers do say estimates have gotten harder to clear. That is the cleanest read from the EPS table.

Operationally, the story is still Adobe pushing generative AI deeper into the core workflow rather than treating it like a demo bolted on the side. The recent Photoshop AI Assisted Editor update, the effort to make Premiere’s generative tools easier to use in-timeline, and Firefly’s expansion into audio all fit the same playbook: make image, video, and sound generation part of normal creative work. Project Indigo and the Rilo acquisition extend that into camera and marketing automation, respectively. That also puts Adobe in more direct overlap with prompt-first creative tools like Google Pics and with the broader image-generation race around models such as Gemini 3 Pro Image.

What is less clear from the data here is whether those product moves are translating into enough near-term earnings leverage to re-accelerate upside versus consensus. We are not given revenue, guidance, or segment detail, so it is hard to say whether the Q3 miss reflects AI investment costs, demand timing, or just expectations running a bit hot. Still, Adobe’s recent coverage shows a company trying to make AI content creation less fiddly and more routine — which is sensible, if not exactly a shortcut to instant clean beats every quarter.

Read alongside: Project Indigo Indigo Firefly Rilo Rephrase.ai

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management records

updated 2 Oct 2026

Observed in public listings; this is not a verified current management roster.

Shantanu Narayen Chairman, President & CEO
Govind Balakrishnan Senior Vice President, Express Product Group & Digital Media Services
Lara Hood Balazs Chief Marketing Officer And Executive Vice President, Global Marketing
Louise Pentland Chief Legal Officer and Executive Vice President, Legal and Government Relations
Anil Chakravarthy President, Digital Experience
Gloria Chen Chief People Officer and EVP, Employee Experience
Stephen Frieder Chief Revenue Officer, Enterprise
Lara Balazs CMO & EVP, Global Marketing
Tuyen Nguyen Phillips Senior Director Of Strategy & Business Operations And Chief Of Staff
David Wadhwani President, Digital Media Business
Lucius DiPhillips Chief Information Officer (CIO) @ Adobe
Karthik R. Managing Director, Retail And Consumer Goods - Chief Go-to-market & Strategy Officer

+ 15 more tracked

View 12-month management history

Recent source observations

2 Oct Unverified observation Prativa Mohapatra Source title changed: VP & Managing Director, Adobe India → Vice President & Managing Director, Adobe India; role change unconfirmed. LinkedIn
2 Sep Unverified observation Digby Horner Not found in a partial source snapshot (previously listed as Engineering Manager); departure unconfirmed.
2 Sep Unverified observation Brian Roach Not found in a partial source snapshot (previously listed as VP Public Sector and President Adobe Systems Federal); departure unconfirmed.
2 Sep Unverified observation Marc Levoy Source title changed: VP & Fellow → Vice President and Fellow; role change unconfirmed.

Latest developments

Market development: CreaXene AI & Adobe Tech Funding News · 6 days ago · 0 Market development: Adobe & Adobe Lightroom mobile The Verge · 1 week ago · 0 Feature update: European Broadcasting Union & NVIDIA NVIDIA Blog · 1 week ago · 1 Market development: Claude Opus 5.5 & Adobe Trending Topics · 2 weeks ago · 2 Feature update: Adobe & Claude adobe.com · 3 weeks ago · 2 Feature update: Adobe LinkedIn · 3 weeks ago · 0 Feature update: Adobe & Claude Motion adobe.com · 3 weeks ago · 4 Open source release: Adobe TLDR · 3 weeks ago · 0

Timeline

Month Quarter Year

Relationships

Products & technology

Develops Project Indigo · 1 source
Develops Indigo · 1 source
Develops Firefly · 1 source
Deploys Photoshop · 1 source
Develops Firefly · 1 source
Develops Firefly Video Editor · 1 source
Integrated with Claude Motion · 1 source

Investment & ownership

Invests in Rilo · 1 source
Acquired Rilo · 1 source
Acquired Rephrase.ai · 1 source
Acquired Semrush · 1 source
Invests in Semrush · 1 source